Matt Hornbach: Are U.S. Treasuries Like Used Cars?
Falling Treasury yields have investors wondering whether prices will keep rising. But some insight could be gained from the trajectory of U.S. auto prices.
3 Aug 20214min
Mike Wilson: The Inevitable Removal of Policy Support
As a strong earnings season wraps up, pressure is mounting on the Fed to reduce its current level of emergency monetary support. What will this mean for stocks?
2 Aug 20213min
Special Episode, Part 2: Digging Deeper into Delta
On this episode we continue our close look at the COVID-19 Delta variant including boosters, the outlook for fall/winter and the impact on markets.
30 Jul 20217min
Special Episode: Digging Deeper into the Delta Variant
On this episode, we take a closer look at the Delta variant including infectiousness, possibilities of mutation, and whether we’re stuck with COVID-19 long-term.
29 Jul 20219min
Michael Zezas: U.S. Infrastructure - Deal or No Deal?
Investors have been closely watching headlines on the bipartisan infrastructure plan, but for markets, what may matter most is the broader fiscal policy plan.
28 Jul 20212min
Mike Wilson: The Last Phase of Mid-Cycle
U.S. equity markets have transitioned through three of four typical changes associated with a mid-cycle transition. But the next, final phase—Fed tightening—may have the most impact.
27 Jul 20214min
Chetan Ahya: Will a Debt Hangover Hamper Recovery?
How can governments worldwide manage the historically high debt incurred in response to the COVID-19 crisis? The answer may be a bit counterintuitive.
26 Jul 20213min
Michael Zezas: The Debt Ceiling - Here We Go Again?
The Congressional debate over raising the “debt ceiling”—the total amount of money that the U.S. is authorized to borrow—has begun again. Should investors be concerned?
23 Jul 20212min
